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 To serve as exceptional financial stewards and
create value for our shareholders through our
experience and expertise; also providing our
investors with sound and timely investment
advice while keeping abreast of the latest
economic developments.
Mission
Vision
 Our vision is to become the most preferred
financial services company for the customers and
create value for all stakeholders. We aspire to
achieve that by Educating the customers, enabling
them access to all kinds of products, and ensuring
profitability at every turn.
Fincover is a fast growing Fintech company
based in Chennai. FinCover leverages our expertise to
help the users take right financial decisions to fulfill
their commitments. Our offerings span across a broad
range of financial product such as Loans, Mutual Funds,
Insurance, and other banking products. We work
with India's major banks, NBFCs, Fund Houses, and
Insurance providers who offer a wide choice of
products on our platform
Fincover
Naresh-4 slides
Where
FinCover has
the edge?
 Fincover is evolving to be India's premier fin-tech
company.
 Through state-of-the art technology and adopting latest
software tools, we intend to make complex decisions simple
for you.
 Our expertise and experience acquired over the years with the
support of digital technology and a strong sense of social
commitment motivated us to establish this futuristic FinTech
Company that can cater to the financial needs of all and help
them attain financial freedom.
Is Fincover an
Product or a
company?
Mind and Body are inseparable! A healthy Mind and a
healthy body is essential for human functioning.
Is Fincover an Product or
a company?
Fincover (product) is a powerful combination of a high-
functioning app (Mind) and Team (body) serving as a
marketplace offering a one -window market view of
multiple financial products (Loan, Investments, and
Insurance)
IVA Insurance Broking Private Limited is an insurance broking company dealing with a range of Risk
Management services. An IT enabled platform will constitute a one stop shop for all insurance requirements.
The platform enables speedy and informed decision-making.
A well-trained sales & service professional team helps to customize solutions drawing from various insurance
companies to suit your needs. The team also ensures that the customer gets a price advantage with no
compromise on their long-term risk management needs.
Bike
Insurance
Car
Insurance
Health
Insurance
Home
Insurance
Travel
Insurance
Marine
Insurance
General Insurance
Life Insurance
List of providers
List of providers
List of providers
General-Business FY 21-22 Life-Business FY 21-22
GI – 1.39 Cr
LI – 2.25 Cr
GI – 12 Cr
LI – 20 Cr
GI – 1000 Cr
LI – 200 Cr
Insurance
Roadmap for 2023
Insurance
Roadmap for
2027
Tamil Nadu
Odisha
Maharashtra
Telangana
Andhra Pradesh
Karnataka
Kerala
126 Branches in 7 States
Finfortune is a wing of Fincover distributing banking and investment products.
We have tie-ups with major banks and NBFCs distributing several financial products like Mutual Funds,
Investment schemes, and Credit Cards. We can help you capitalize on opportunities to grow your money.
Run by eminent professionals with decades of experience in the Finance Industry, Finfortune is here to change
the landscape of Fintech industry.
Mutual
Funds
PPF SCSS Fixed Deposit Bike
Loan
Car
Loan
Gold
Loan
Business
Loan
Home
Loan
LAP
Personal
Loan
Investments Loan
Loan-Business FY 21-22 Mutual Funds Business FY 21-22
Loan – 24.45 Cr
MF – 4.39 Cr
Loan – 70 Cr
MF – 200 Cr
Loan – 1200 Cr
MF – 200 Cr
Loan & MF
Roadmap for 2023
Loan & MF
Roadmap for
2027
Tamil Nadu
Odisha
Maharashtra
Telangana
Andhra Pradesh
Karnataka
Kerala
35 Branches in 7 States
Now, we are all set to accelerate our self towards our Vision 2027. In this
journey, we are in much need of a guide/advisor/facilitator in general whom
we call here as Business Analyst of Fincover Group. Here, we introduce our
Business Analyst Mr. Rakesh Ram.
He will be directly reporting to board of Directors and will be employed in
all verticals of the group. His role here is to identify the gaps in the process
and fill it, engineering the business process, enhance the business activity
and direct the group towards its vision.
With his immense experience spanning over a decade, we would request
him to join us to achieve our goal by 2027.
Our Team
Our Team - Finfortune
MR.PRABU
Location Head
Has extensive experience in handling Business Development across various business
verticals in multiple companies.
Ms. SHALY – MBA
HR admin
Has 6 years of work experience as HR across various companies.
MRS. BHANU- B.Sc
Team Manager
Has 16 Years of experience with some of the big names in the Financial Industry.
MR. GOWRI SHANKAR- B.Sc
Team Manager
Has 8 Years of Experience handling sales & development across various several companies
Our Team - Finfortune
MR. MANIKANDAN- B.Sc
Team Manager
Has 8 years of experience across various business verticals like relationship management and
sales.
MR. RAVEEN – B.C.A
Team Manager
Has 8 years of experience in Insurance and Banking Industry.
MR. AJITHKUMAR – B.Com
Team Manager
15 Years of Experience in Sales including major banks like HDFC and ICICI
Our Team – Mutual Funds
Rakesh Nanda
VP Business
Rakesh has 15 years of experience Financial Services Industry and the distinction of
having successfully led the wealth planning initiatives of many institutions & individuals
in his career.
Aishwarya
VP Operations
A passionate, emerging & enterprising Financial advisor with over 8 years of experience in the financial
services sector and today expanding into newer horizons.
Subhashini
Sr Client Manager
Proficient investment planner with over 15 years of experience in Insurance and
Investments sector
Parveen
Relationship Manager
Proficient investment planner with over 10 years of experience in Insurance and Investments
sector
Our Team – IVA
Senthil
COO, IVA Insurance
Rakesh has 15 years of experience Financial Services Industry and the distinction of
having successfully led the wealth planning initiatives of many institutions & individuals
in his career.
Surya
Assistant Manager
A passionate, emerging & enterprising Financial advisor with over 8 years of experience in the financial
services sector and today expanding into newer horizons.
Sumalatha
Sr Client Manager
15 Years of Experience in Insurance sector with strong knowledge about insurance rules
and regulations and types of policies
Nagarajesh
Relationship Manager
A Industry veteran with 16 years of experience in Insurance industry. A Consummate
Professional with rich achievements having a proven track record in Insurance sales over the
years.
Our Team
Shaly
COO, IVA Insurance
30 Years of experience in the Insurance Industry. Worked with major
Insurance providers like LIC and Balaj Allianz.
Divya
Assistant Manager
Handles General Insurance Operations & supports marketing
activities. Has six years of experience across various industries
Team 2027 – Finfortune (Loan)
TC TM BH LH RH ZH NH
Team Size
1750 with 35 Branches (TN-20) (pan-india-15)
Team 2027 – IVA (Insurance)
Partners & Distributers
1750 with 35 Branches (TN-20) (pan-india-15)
POS Empanelment
TC TM BH LH RH ZH
Team 2027 – Finfortune (MF)
Partners & Distributers
1750 with 35 Branches (TN-20) (pan-india-15)
POS Empanelment
TC TM BH LH RH ZH
fincover-products.pptx
fincover-products.pptx

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fincover-products.pptx

  • 1.
  • 2.
  • 3.
  • 4.  To serve as exceptional financial stewards and create value for our shareholders through our experience and expertise; also providing our investors with sound and timely investment advice while keeping abreast of the latest economic developments. Mission Vision  Our vision is to become the most preferred financial services company for the customers and create value for all stakeholders. We aspire to achieve that by Educating the customers, enabling them access to all kinds of products, and ensuring profitability at every turn.
  • 5. Fincover is a fast growing Fintech company based in Chennai. FinCover leverages our expertise to help the users take right financial decisions to fulfill their commitments. Our offerings span across a broad range of financial product such as Loans, Mutual Funds, Insurance, and other banking products. We work with India's major banks, NBFCs, Fund Houses, and Insurance providers who offer a wide choice of products on our platform Fincover
  • 7. Where FinCover has the edge?  Fincover is evolving to be India's premier fin-tech company.  Through state-of-the art technology and adopting latest software tools, we intend to make complex decisions simple for you.  Our expertise and experience acquired over the years with the support of digital technology and a strong sense of social commitment motivated us to establish this futuristic FinTech Company that can cater to the financial needs of all and help them attain financial freedom.
  • 8. Is Fincover an Product or a company?
  • 9. Mind and Body are inseparable! A healthy Mind and a healthy body is essential for human functioning. Is Fincover an Product or a company? Fincover (product) is a powerful combination of a high- functioning app (Mind) and Team (body) serving as a marketplace offering a one -window market view of multiple financial products (Loan, Investments, and Insurance)
  • 10.
  • 11. IVA Insurance Broking Private Limited is an insurance broking company dealing with a range of Risk Management services. An IT enabled platform will constitute a one stop shop for all insurance requirements. The platform enables speedy and informed decision-making. A well-trained sales & service professional team helps to customize solutions drawing from various insurance companies to suit your needs. The team also ensures that the customer gets a price advantage with no compromise on their long-term risk management needs.
  • 13. List of providers List of providers
  • 15.
  • 16. General-Business FY 21-22 Life-Business FY 21-22
  • 17. GI – 1.39 Cr LI – 2.25 Cr GI – 12 Cr LI – 20 Cr GI – 1000 Cr LI – 200 Cr
  • 19. Insurance Roadmap for 2027 Tamil Nadu Odisha Maharashtra Telangana Andhra Pradesh Karnataka Kerala 126 Branches in 7 States
  • 20. Finfortune is a wing of Fincover distributing banking and investment products. We have tie-ups with major banks and NBFCs distributing several financial products like Mutual Funds, Investment schemes, and Credit Cards. We can help you capitalize on opportunities to grow your money. Run by eminent professionals with decades of experience in the Finance Industry, Finfortune is here to change the landscape of Fintech industry.
  • 21. Mutual Funds PPF SCSS Fixed Deposit Bike Loan Car Loan Gold Loan Business Loan Home Loan LAP Personal Loan Investments Loan
  • 22. Loan-Business FY 21-22 Mutual Funds Business FY 21-22
  • 23. Loan – 24.45 Cr MF – 4.39 Cr Loan – 70 Cr MF – 200 Cr Loan – 1200 Cr MF – 200 Cr
  • 24. Loan & MF Roadmap for 2023
  • 25. Loan & MF Roadmap for 2027 Tamil Nadu Odisha Maharashtra Telangana Andhra Pradesh Karnataka Kerala 35 Branches in 7 States
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
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  • 35.
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  • 49.
  • 50.
  • 51. Now, we are all set to accelerate our self towards our Vision 2027. In this journey, we are in much need of a guide/advisor/facilitator in general whom we call here as Business Analyst of Fincover Group. Here, we introduce our Business Analyst Mr. Rakesh Ram. He will be directly reporting to board of Directors and will be employed in all verticals of the group. His role here is to identify the gaps in the process and fill it, engineering the business process, enhance the business activity and direct the group towards its vision. With his immense experience spanning over a decade, we would request him to join us to achieve our goal by 2027.
  • 53. Our Team - Finfortune MR.PRABU Location Head Has extensive experience in handling Business Development across various business verticals in multiple companies. Ms. SHALY – MBA HR admin Has 6 years of work experience as HR across various companies. MRS. BHANU- B.Sc Team Manager Has 16 Years of experience with some of the big names in the Financial Industry. MR. GOWRI SHANKAR- B.Sc Team Manager Has 8 Years of Experience handling sales & development across various several companies
  • 54. Our Team - Finfortune MR. MANIKANDAN- B.Sc Team Manager Has 8 years of experience across various business verticals like relationship management and sales. MR. RAVEEN – B.C.A Team Manager Has 8 years of experience in Insurance and Banking Industry. MR. AJITHKUMAR – B.Com Team Manager 15 Years of Experience in Sales including major banks like HDFC and ICICI
  • 55. Our Team – Mutual Funds Rakesh Nanda VP Business Rakesh has 15 years of experience Financial Services Industry and the distinction of having successfully led the wealth planning initiatives of many institutions & individuals in his career. Aishwarya VP Operations A passionate, emerging & enterprising Financial advisor with over 8 years of experience in the financial services sector and today expanding into newer horizons. Subhashini Sr Client Manager Proficient investment planner with over 15 years of experience in Insurance and Investments sector Parveen Relationship Manager Proficient investment planner with over 10 years of experience in Insurance and Investments sector
  • 56. Our Team – IVA Senthil COO, IVA Insurance Rakesh has 15 years of experience Financial Services Industry and the distinction of having successfully led the wealth planning initiatives of many institutions & individuals in his career. Surya Assistant Manager A passionate, emerging & enterprising Financial advisor with over 8 years of experience in the financial services sector and today expanding into newer horizons. Sumalatha Sr Client Manager 15 Years of Experience in Insurance sector with strong knowledge about insurance rules and regulations and types of policies Nagarajesh Relationship Manager A Industry veteran with 16 years of experience in Insurance industry. A Consummate Professional with rich achievements having a proven track record in Insurance sales over the years.
  • 57. Our Team Shaly COO, IVA Insurance 30 Years of experience in the Insurance Industry. Worked with major Insurance providers like LIC and Balaj Allianz. Divya Assistant Manager Handles General Insurance Operations & supports marketing activities. Has six years of experience across various industries
  • 58.
  • 59. Team 2027 – Finfortune (Loan) TC TM BH LH RH ZH NH Team Size 1750 with 35 Branches (TN-20) (pan-india-15)
  • 60. Team 2027 – IVA (Insurance) Partners & Distributers 1750 with 35 Branches (TN-20) (pan-india-15) POS Empanelment TC TM BH LH RH ZH
  • 61. Team 2027 – Finfortune (MF) Partners & Distributers 1750 with 35 Branches (TN-20) (pan-india-15) POS Empanelment TC TM BH LH RH ZH